Buy House EZ is a real estate company focused on helping homeowners sell quickly and buyers find properties without the friction of a traditional sale process. As the business grew, the team needed a system that could keep pace with a growing pipeline of leads, listings, and client communications – without adding administrative overhead.
The Challenge
Before working with ZillTech, Buy House EZ was managing leads and client information across a mix of spreadsheets, email threads, and manual processes. As inquiry volume increased, this made it difficult to:
- Track where each lead stood in the sales pipeline
- Ensure timely follow-up on new inquiries
- Keep client and property information organized and accessible to the whole team
- Get a clear view of overall pipeline health without pulling together data by hand
The team needed a centralized system built specifically around how a real estate business actually operates – not a generic, off-the-shelf setup.
What did
Zilltech do
ZillTech implemented Zoho CRM from scratch for Buy House EZ, designing and integrating a custom business process flow using blueprints, workflows, auto-assignment, and scoring rules. This setup ensured that leads were efficiently managed and automatically assigned to the appropriate team members based on specific criteria.
To streamline operations, ZillTech integrated Zoho CRM with Zoho Workdrive, Zoho Cliq, and Zoho Projects. A key feature of the integration was the automatic creation of a Workdrive folder whenever a new customer application was submitted. This folder was linked to the application within Zoho CRM, allowing easy access to important documents via a URL directly within the CRM.
Additionally, ZillTech developed and implemented an Algorithm Simulator and automated formula fields within the CRM. This feature allowed Buy House EZ to input customer expenses and earnings, enabling the system to automatically calculate and display how much of a home the customer could afford. This not only improved accuracy in financial projections but also enhanced the overall customer experience by providing immediate feedback.
The Results
Following the Zoho CRM setup and integrations, Buy House EZ experienced a significant improvement in process efficiency. The automation of key workflows and document management saved the team time and reduced errors in handling customer applications. Moreover, the Algorithm Simulator provided accurate financial insights, allowing Buy House EZ to offer more personalized and informed services to its clients.
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